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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,839 | $73,532-86.6% | $178,540-94.5% | $74,459-86.8% |
| Participation rate | 61.1% | 66.6%-5.5pp | 77.1%-16.0pp | 67.2%-6.1pp |
| Annual return | 14.70% | 17.51%-2.8pp | 27.15%-12.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $886 | $2,221-60.1% | $3,953-77.6% | $2,626-66.3% |
| Participant deferral / active EE | $1,729 | $4,519-61.7% | $6,281-72.5% | $4,350-60.3% |
| Admin fee / account holder | $666 | $1,813-63.2% | $10,424-93.6% | $1,945-65.7% |